Ameritas Investment Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Ameritas Investment Partners’s Portfolio PRFZ Stock Details PRFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-115	Closed	-$5.29K	–	3297
2026 Q1	$5.29K	Hold	115	–	–	﹤0.01%	2984
2025 Q4	$5.28K	Hold	115	–	–	﹤0.01%	3020
2025 Q3	$5.21K	Buy	115 +1	+0.9%	+$43	﹤0.01%	3055
2025 Q2	$4.65K	Hold	114	–	–	﹤0.01%	3114
2025 Q1	$4.32K	Buy	+114	New	+$4.67K	﹤0.01%	2999
2017 Q1	–	Sell	-140	Closed	-$3K	–	2953
2016 Q4	$3K	Buy	+140	New	+$3.06K	﹤0.01%	1241

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ameritas Investment Partners's PRFZ Position: Q2 2026 in Review

Ameritas Investment Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026, closing a stake of 115 shares — an estimated $5.29K sold.

Ameritas Investment Partners first reported a position in PRFZ in Q4 2016 and held it in 6 quarters. The position peaked at $5.29K in Q1 2026. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Ameritas Investment Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Investment Partners sold 115 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $5.29K.
Ameritas Investment Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2016 and held it in 6 quarters.
Ameritas Investment Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5.29K in Q1 2026.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.